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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.5M
2
KAS
2
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.34M +$10.6K +172 +0.8%
MA
102
Mutual Advisors
Nebraska
$1.31M -$73.2K -1,226 -5%
CAL
103
Capital Analysts LLC
Pennsylvania
$1.31M +$523K +8,501 +67%
AWE
104
Avidian Wealth Enterprises
Texas
$1.3M -$158K -2,563 -11%
WANY
105
Wealthspire Advisors (New York)
New York
$1.29M +$653K +10,615 +102%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$1.29M +$202K +3,282 +19%
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.21M -$59.4K -965 -5%
WMWM
108
Whitaker-Myers Wealth Managers
Ohio
$1.2M +$1.2M +19,562 New
TTWM
109
TCV Trust & Wealth Management
Virginia
$1.19M -$109K -1,775 -8%
GWS
110
Greykasell Wealth Strategies
California
$1.14M +$26K +423 +2%
ATI
111
ARK & TLK Investments
Oklahoma
$1.08M – – –
SCG
112
Sonata Capital Group
Washington
$1.06M -$21.3K -346 -2%
DWM
113
Dakota Wealth Management
Florida
$1.04M – – –
MYIA
114
Mount Yale Investment Advisors
Colorado
$1.02M – – –
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$799K +12,990 +375%
NA
116
NewEdge Advisors
Louisiana
$1.01M -$59.1K -961 -6%
MWM
117
Modera Wealth Management
New Jersey
$972K -$78.1K -1,270 -7%
FWM
118
Fortress Wealth Management
California
$959K -$39.6K -643 -4%
CCA
119
Cobblestone Capital Advisors
New York
$957K – – –
HWM
120
HB Wealth Management
Georgia
$957K – – –
WA
121
Wealthstream Advisors
New York
$956K – – –
BPA
122
Beacon Pointe Advisors
California
$954K – – –
AGAM
123
Audent Global Asset Management
California
$934K -$13.8K -225 -1%
SIC
124
Sigma Investment Counselors
Michigan
$886K -$44.9K -729 -5%
EAM
125
Evanson Asset Management
California
$878K – – –
3 4
5
6 7